Our annual CFO Outlook report provides 12 key findings to help CFO's and senior finance executives at banks, credit unions, and other financial institutions assess their progress financial performance management functions and where they stand relative to peers.

This year the survey revealed some very interesting findings:

  • 95% of senior finance executives want an improved ability to leverage data and analytics for better decision making as conditions change
  • Respondents cited relationship profitability (91%) and customer profitability (90%) as the most important profitability dimensions to monitor 


Download the report to read about current performance management realities, priorities, and challenges and recommendations on what you can do about it. 

Check out our 2020 Outlook for Financial Institutions